Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
KENNEDY MYERS LAW OFFICES, LLP
EIN 82-2527386legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
15
1520 THE ALAMEDA, SUITE 100 - SAN JOSE, CA 95126408-279-8900kennedymyers.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KENNEDY MYERS LAW OFFICES CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KENNEDY MYERS LAW OFFICES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$612K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KENNEDY MYERS LAW OFFICES CASH BALANCE PLAN & TRUST | CashBalance | $2.5M | 7 | 2024 | |
| 001 | KENNEDY MYERS LAW OFFICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $612K | 8 | 2024 |
Retirement plans